White Mountains Insurance Group Ltd
WTM- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000776867
No open-market purchases or sales by White Mountains Insurance Group Ltd insiders were filed in the last 90 days; 356 institutions reported holding it in 13F filings for Q2 2026, worth $4.57B in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in White Mountains Insurance Group Ltd as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 233
- −11 vs. Q1 2021
- Shares held
- 2.71M
- +4.07K (+0.2%) vs. Q1 2021
- Total value
- $3.11B
- +$89.6M (+3.0%) vs. Q1 2021
- New holders
- 17
- 64 more added
- Sold out
- 28
- 92 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WTM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 356 | $4.57B |
| Q1 2026 | 368 | $4.86B |
| Q4 2025 | 353 | $4.67B |
| Q3 2025 | 338 | $3.89B |
| Q2 2025 | 325 | $4.17B |
| Q1 2025 | 322 | $4.44B |
| Q4 2024 | 325 | $4.43B |
| Q3 2024 | 304 | $3.78B |
| Q2 2024 | 306 | $4.14B |
| Q1 2024 | 303 | $4.06B |
| Q4 2023 | 295 | $3.42B |
| Q3 2023 | 272 | $3.40B |
| Q2 2023 | 258 | $3.13B |
| Q1 2023 | 262 | $3.09B |
| Q4 2022 | 265 | $3.20B |
| Q3 2022 | 251 | $2.98B |
| Q2 2022 | 259 | $3.32B |
| Q1 2022 | 244 | $3.09B |
| Q4 2021 | 243 | $2.71B |
| Q3 2021 | 232 | $2.86B |
| Q2 2021 | 233 | $3.11B |
| Q1 2021 | 245 | $3.02B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding White Mountains Insurance Group Ltd; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 1,100 | $1.26M | 0.01% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,086 | $1.25M | 0.37% | 00.0% | Unchanged |
| Nuance Investments, LLC | 1,072 | $1.23M | 0.02% | −31,451−96.7% | Reduced |
| Treasurer of the State of North Carolina | 1,053 | $1.21M | 0.01% | −50−4.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,049 | $1.20M | 0.00% | −58−5.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,033 | $1.19M | 0.02% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 1,003 | $1.15M | 0.20% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 900 | $1.03M | 0.02% | +900 | New |
| Arizona State Retirement System | 843 | $968.0K | 0.01% | −60−6.6% | Reduced |
| Susquehanna International Group, LLP | 834 | $958.0K | 0.00% | +539+182.7% | Added |
| Deutsche Bank AG | 827 | $948.0K | 0.00% | +454+121.7% | Added |
| Karpas Strategies, LLC | 751 | $862.0K | 0.31% | 00.0% | Unchanged |
| Comerica Bank | 759 | $854.0K | 0.01% | +215+39.5% | Added |
| Neuberger Berman Group LLC | 740 | $849.0K | 0.00% | −1−0.1% | Reduced |
| Gratus Capital LLC | 725 | $832.0K | 0.09% | −900−55.4% | Reduced |
| KBC Group NV | 716 | $822.0K | 0.00% | −229−24.2% | Reduced |
| Icon Wealth Partners, LLC | 715 | $821.0K | 0.09% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 700 | $804.0K | 0.01% | +700 | New |
| Brandes Investment Partners, LP | 681 | $782.0K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 680 | $781.0K | 0.06% | 00.0% | Unchanged |
| AGF Investments LLC | 680 | $781.0K | 0.08% | +146+27.3% | Added |
| Amalgamated Bank | 660 | $758.0K | 0.01% | +301+83.8% | Added |
| Voya Investment Management LLC | 618 | $709.0K | 0.00% | +147+31.2% | Added |
| AMG National Trust Bank | 602 | $691.0K | 0.02% | +1+0.2% | Added |
| AXA S.A. | 600 | $689.0K | 0.00% | −300−33.3% | Reduced |
| Alphasimplex Group, LLC | 599 | $688.0K | 0.34% | −155−20.6% | Reduced |
| Handelsbanken Fonder AB | 593 | $681.0K | 0.00% | +593 | New |
| First Hawaiian Bank | 591 | $678.0K | 0.03% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 569 | $653.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 544 | $625.0K | 0.00% | +37+7.3% | Added |
| Klingenstein Fields & Co LP | 517 | $594.0K | 0.02% | 00.0% | Unchanged |
| Fragasso Group Inc. | 505 | $580.0K | 0.08% | 00.0% | Unchanged |
| HSBC Holdings PLC | 491 | $564.0K | 0.00% | +114+30.2% | Added |
| Glenmede Trust Co NA | 470 | $539.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 450 | $516.0K | 0.01% | −450−50.0% | Reduced |
| Bank of Montreal | 442 | $509.0K | 0.00% | −123−21.8% | Reduced |
| KCM Investment Advisors LLC | 443 | $509.0K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 450 | $507.0K | 0.04% | 00.0% | Unchanged |
| Roundview Capital LLC | 431 | $495.0K | 0.06% | −20−4.4% | Reduced |
| D. E. Shaw & Co., Inc. | 428 | $491.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 420 | $482.0K | 0.01% | −427−50.4% | Reduced |
| Teacher Retirement System of Texas | 410 | $471.0K | 0.00% | +60+17.1% | Added |
| Regentatlantic Capital LLC | 401 | $460.0K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 394 | $452.0K | 0.01% | −272−40.8% | Reduced |
| Public Employees Retirement Association of Colorado | 392 | $450.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 387 | $444.0K | 0.00% | −15−3.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 374 | $429.0K | 0.19% | −19−4.8% | Reduced |
| Financial Engines Advisors L.L.C. | 372 | $427.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 360 | $413.0K | 0.00% | −22−5.8% | Reduced |
| Hyman Charles D | 350 | $402.0K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 314 | $360.0K | 0.01% | −329−51.2% | Reduced |
| Gyon Technologies Capital Management, LP | 305 | $350.0K | 0.11% | +305 | New |
| Adams Wealth Management | 299 | $343.0K | 0.15% | +13+4.5% | Added |
| Brown Miller Wealth Management, LLC | 298 | $342.0K | 0.22% | −1−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 294 | $337.0K | 0.00% | +82+38.7% | Added |
| Allianz Asset Management GmbH | 292 | $335.0K | 0.00% | −692−70.3% | Reduced |
| ProShare Advisors LLC | 281 | $323.0K | 0.00% | +25+9.8% | Added |
| Opal Wealth Advisors, LLC | 275 | $316.0K | 0.29% | −15−5.2% | Reduced |
| Captrust Financial Advisors | 268 | $308.0K | 0.00% | −69−20.5% | Reduced |
| Soltis Investment Advisors LLC | 256 | $294.0K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 245 | $281.0K | 0.00% | +40+19.5% | Added |
| Personal Capital Advisors Corp | 244 | $280.0K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 243 | $279.0K | 0.00% | +23+10.5% | Added |
| Principal Financial Group Inc | 241 | $277.0K | 0.00% | +33+15.9% | Added |
| Panagora Asset Management Inc | 234 | $269.0K | 0.00% | −3−1.3% | Reduced |
| Hudson Value Partners, LLC | 225 | $258.0K | 0.14% | 00.0% | Unchanged |
| Millennium Management LLC | 224 | $257.0K | 0.00% | −2,410−91.5% | Reduced |
| Cerity Partners LLC | 215 | $247.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 213 | $245.0K | 0.00% | +213 | New |
| Gsa Capital Partners LLP | 212 | $243.0K | 0.03% | +2+1.0% | Added |
| One Wealth Advisors, LLC | 212 | $243.0K | 0.08% | +212 | New |
| Pictet Asset Management Ltd | 200 | $230.0K | 0.00% | −50−20.0% | Reduced |
| Neville Rodie & Shaw Inc | 200 | $230.0K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 200 | $230.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 200 | $230.0K | 0.18% | +200 | New |
| Summit Global Investments | 200 | $230.0K | 0.01% | +200 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199 | $228.0K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 198 | $227.0K | 0.00% | −15−7.0% | Reduced |
| Agf Investments Inc. | 194 | $223.0K | 0.00% | +8+4.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 193 | $222.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 192 | $220.0K | 0.01% | +192 | New |
| Regions Financial Corp | 189 | $217.0K | 0.00% | −14−6.9% | Reduced |
| Pitcairn Co | 188 | $216.0K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 184 | $212.0K | 0.00% | +184 | New |
| First Mercantile Trust Co | 184 | $211.0K | 0.02% | −22−10.7% | Reduced |
| Raymond James Trust N.A. | 183 | $210.0K | 0.01% | −133−42.1% | Reduced |
| Investment Management of Virginia LLC | 181 | $208.0K | 0.04% | 00.0% | Unchanged |
| Sageworth Trust Co | 178 | $204.0K | 0.02% | +178 | New |
| Markston International LLC | 170 | $195.0K | 0.12% | 00.0% | Unchanged |
| First Manhattan Co | 160 | $183.0K | 0.00% | +4+2.6% | Added |
| SG Americas Securities, LLC | 124 | $142.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 117 | $135.0K | 0.00% | −12−9.3% | Reduced |
| Central Trust Co | 110 | $126.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 104 | $119.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $115.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $115.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 99 | $114.0K | 0.02% | +99 | New |
| John W. Brooker & Co., CPAs | 90 | $103.0K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 75 | $86.0K | 0.00% | −13−14.8% | Reduced |
| Essex Investment Management Co LLC | 70 | $80.0K | 0.01% | 00.0% | Unchanged |